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Octavia Wealth Advisors’s General Dynamics GD Stock Holding History

Octavia Wealth Advisors’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-646
Closed -$217K – 242
2025
Q4 		$217K Buy
+646
New +$220K 0.02% 228

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Newport Trust Company
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Octavia Wealth Advisors's GD Position: Q1 2026 in Review

Octavia Wealth Advisors sold out of General Dynamics (GD) in Q1 2026, closing a stake of 646 shares — an estimated $217K sold.

Octavia Wealth Advisors first reported a position in GD in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Octavia Wealth Advisors reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 646 General Dynamics shares in Q1 2026, an estimated $217K.
  • Octavia Wealth Advisors first reported a position in General Dynamics in Q4 2025 and held it in 1 quarter.
  • Octavia Wealth Advisors's General Dynamics position peaked at $217K in Q4 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Octavia Wealth Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.